We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Event Chronology: Report Options Tab

Version 14.19

Report Options

The Report Options tab is used to set default criteria for running the report. This includes the fields listed below.

Details

Date Range
  • Most Recent: Change the date range of the report by clicking the dropdown arrow in Most recent months. A calculator appears. Using the calculator number pad, enter the number of months. To produce a report not specific to a number of months, remove the number in the Most Recent field. 
  • Start Date: The date information can be changed when running the report. Typically a start and end date would be entered when running the report.
ProvidersThe Providers field provides a list of checkboxes next to provider names. Click the checkbox next to the provider in the list if the report is specific to a provider or providers in the practice.
Global optionsThe Global Options field group provides checkboxes to determine visibility and PHI identifying information. 
  • Click the Include Records with limited visibility checkbox to include records with visibility restriction. 
  • Click the Exclude personal identifying information checkbox to exclude PHI.
Diagnostic code(s)The Diagnostic Code field is where you can enter Diagnostic Codes. Click into the DX field to add a diagnosis code, and then type the code and press Enter. If the diagnosis code is unknown, you can search by clicking the Ellipse button  and press Enter. To add a group of diagnosis codes, enter a portion of the code and add the % symbol. For example, enter F90% to include all ADHD codes.
Prescription containsThe Prescription Contains field allows you to type a portion of the medication name into the field to include patients prescribed any form of the entered medication. If adding multiple medications, place a comma followed by the next medication name.
Version 14.10

Report Options

The Report Options tab is used to set default criteria for running the report. This includes the fields listed below.

Details

Date Range
  • Most Recent: Change the date range of the report by clicking the dropdown arrow in Most recent months. A calculator appears. Using the calculator number pad, enter the number of months. To produce a report not specific to a number of months, remove the number in the Most Recent field. 
  • Start Date: The date information can be changed when running the report. Typically a start and end date would be entered when running the report.
ProvidersThe Providers field provides a list of checkboxes next to provider names. Click the checkbox next to the provider in the list if the report is specific to a provider or providers in the practice.
Global optionsThe Global Options field group provides checkboxes to determine visibility and PHI identifying information. 
  • Click the Include Records with limited visibility checkbox to include records with visibility restriction. 
  • Click the Exclude personal identifying information checkbox to exclude PHI.
Diagnostic code(s)The Diagnostic Code field is where you can enter Diagnostic Codes. Click into the DX field to add a diagnosis code, and then type the code and press Enter. If the diagnosis code is unknown, you can search by clicking the Ellipse button  and press Enter. To add a group of diagnosis codes, enter a portion of the code and add the % symbol. For example, enter F90% to include all ADHD codes.
Prescription containsThe Prescription Contains field allows you to type a portion of the medication name into the field to include patients prescribed any form of the entered medication. If adding multiple medications, place a comma followed by the next medication name.